See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,365 | $106,584-28.4% | $101,326-24.6% | $142,382-46.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 18.61% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,883 | $3,956-1.8% | $3,665+5.9% | $4,299-9.7% |
| Participant deferral / active EE | $7,574 | $8,297-8.7% | $7,994-5.3% | $6,507+16.4% |
| Admin fee / account holder | $303 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |